All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Nonprofit certifying organization

Filing 2nd Quarter - Report

Reporting period

2nd Quarter 2025

Apr 1 - June 30 · Posted Jul 17, 2025

Income

$50,000.00

What the client paid this registrant for the period.

Client based in

District of Columbia

Official filing document

Lobbyists on this filing 4

KENDRA KOSKO ISAACSON

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
REBECCA ALCORN

Previously held: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
CHARLIE SCHREIBER

Previously held: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
RICK DEARBORN

Previously held: Deputy Chief of Staff, President Donald Trump

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Government bodies contacted 2

HOUSE OF REPRESENTATIVES
SENATE

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Lobbying activity 2

Retirement

General retirement issues impacting personal finance

Taxation/Internal Revenue Code

199A, tax incentives for financial planning. Freedom to Invest in Tomorrows Workforce Act

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.